See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,390 |
LITMANGERSON ASSOCIATES, LLP9+ years Service code 10 · EIN 04-2694095 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,260 | $62,624+139.9% | $177,989-15.6% | $77,643+93.5% |
| Participation rate | 86.9% | 66.8%+20.1pp | 77.1%+9.8pp | 70.6%+16.4pp |
| Annual return | 16.01% | 16.16%-0.1pp | 294.48%-278.5pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,520 | $1,909+84.4% | $3,949-10.9% | $2,726+29.1% |
| Participant deferral / active EE | $8,003 | $4,219+89.7% | $6,276+27.5% | $4,647+72.2% |
| Admin fee / account holder | $86 | $386-77.6% | $10,363-99.2% | $430-79.9% |